Annuities Retention Specialist coordinates with service representatives and clients to assist with retaining the client's annuity business. Provides knowledge and expertise to clients in order to meet their financial goals and to clearly understand various options that are available with annuities. Being an Annuities Retention Specialist reviews surrender requests and contacts clients to re-engage and identify opportunities for additional sales. Makes recommendations to product line management to improve service and design of products that encourage client retention. Additionally, Annuities Retention Specialist requires a bachelor's degree. Typically reports to a manager. The Annuities Retention Specialist contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Annuities Retention Specialist typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Cenikor's Value Proposition - What's In It for You?:
Full Time and Part Time position are eligible for retention bonus.
SCHEDULE: Multiple Shifts
ESSENTIAL FUNCTIONS:
QUALIFICATIONS FOR THE POSITION:
Skills, Knowledge and Abilities:
Education:
Experience:
Licensure Required:
IMPORTANT NOTES:
Drug Free Workplace
Equal Opportunity Employer
Clear All
0 Annuities Retention Specialist jobs found in Clovis, NM area